ETF Elite Update – Sell 7.5% GEAR & Sell 5% QUAL
Navigating Market Volatility: Insights from the Investment Committee
ETF Elite
High Conviction: Sell (take 30% profit) Newmont NEM:ASX
Having a high holding in gold has now run its course to an extent to we are recommending a switch of half of our Gold holding to Silver via the ETPMAG ETF (physical Silver)
High Conviction: ADD to DFND ETF
DFND gives investors exposure to a portfolio of listed global companies involved in the military or defence industries. DFND aims to provide investment returns before fees and other costs which track the performance of the Index.
Global Alpha – TRIM Spotify SPOT:NYSE take +20% profit
Spotify SPOT:NYSE Trim take profit +20%
Raise profit target to >$790
MPC Investment Committee – May 2025
After a chaotic April, what next for markets?
Relief Rally Index play – Take 20% Profit LNAS (2.5x NASDAQ)
Relief Rally Index play – Take 20% Profit LNAS (2.5x NASDAQ)
Global Alpha – BUY Spotify
Despite today’s pullback, Spotify’s financial transformation remains impressive:
Relief Rally Index play – BUY NASDAQ & ASIA Tech
Relief Rally Index play – BUY NASDAQ & ASIA Tech
High Conviction Growth – Telix Pharma Update
Telix Pharmaceuticals Q1 2025 Results and Business Update – Summary
Mining Watchlist: Trim Newmont NEM to BUY Global Defence ETF DFND
We are taking 32% profit in Newmont, but would like to maintain our geopolitical exposure by buying Van Eck Global Defence ETF
Watchlist Buying: GMG, MQG, IXJ
End of Phase 2 – Dollar cost averaging in high quality names
Portfolio “Shopping list”
in periods like the last week, having a plan will yield us a better result in the long term